Smartforms and Processing types

[Former Member]

Hi,

I'm New to SAP CRM.

My requirement is to send a the activity transaction details to a customer as a PDF in the smartforms and different ways of using the Procssing types to send a mail to customer.

How to go about it.

How can we know the processing class for a gievn smartform. In which table can we find the entries.

Regards

Lekha

[Former Member · Accepted solution]

Hi ,

I guess your reqirment is to send a mail whenever a event triggers on the webclient.

See you have do the congiguration from SPRO-cOSTOMER REALTIONSHIP MANGMENT->BASIC FUNTION -> TRANSECTION TYPE -> DEFINE TRANSCETION.

Develop a smartfrom which will get a input when an event will triggers

define a action profile and attach the smartfrom with that from the above path given.

try it

[Former Member]

Hi Lekha,

After creating Transaction type for u r activity, define Action Profile for u r transaction,

Check u r configuration for action defination,

ProcessingTime(On Saving)

Parter Dependent, to whom u want to send the mail (E-mail id maintained for Partner)

Processing Type (Smart Forms Mail)

Form (Assign u r smartform which contains Activity details)

Processing Class CL_DOC_PROCESSING_CRM_ORDER

Processing Method CRM_ORDER_EXEC_SMART_FORM

In action condition specifies condition if any, let me know it works.

Thanks

Dipesh.

[Former Member]

Hi,

I have configured the Action Profile and have 2 Action Defintions for it.

How can I know at runtime which of the 2 Action Definitions is executed.

I have separate logic for both the Action Definitions.

Thanks,

Abhishek

[Former Member]

Hi Abhishek,

You can check in the actions tab,

click on this button,Info for action definition button,

it gives u the detail of which action is getting executed.

Regards

Itty

[Former Member]

answered

[Former Member]

Hi

Please can you Explaine me the process how you mainatined

Smartforms and Processing types

thanks in Advance

mahi